Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kuhar is a registered representative with Oppenheimer & Co. Inc. He has been in the securities industry since January 31, 2013. Prior to joining Oppenheimer & Co. Inc., Kevin Kuhar worked at UBS Financial Services Inc. from April 30, 2015 to March 21, 2017. Kevin Kuhar is licensed to sell securities in 40 states and the District of Columbia. Kevin Kuhar holds Series 63, 66, 7 and SIE licenses. Kevin Kuhar is a specialist in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/15/2017 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
04/30/2015 - 03/21/2017
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
01/31/2013 - 05/04/2015
OPPENHEIMER & CO. INC. (BOCA RATON FL)
BOTH
Issued 08/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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